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Quick Start

Stock Screener is the primary tool on the platform. It's user-friendly and can be an excellent start to getting familiar with the screening capabilities. You can browse the criteria categories and groups to find the desired criteria.

Select a criteria category and group first, and the list of corresponding criteria will show. Click on the criteria you need, type a parameter if required, and click on the Add Criterion button. The criterion will be added to the selection list:



stock screen setup



If you don't specify stock universe criteria, the screener will run only on NASDAQ and NYSE exchanges. If you would like to screen on other exchanges, please select the corresponding criteria in Universe > Exchange group. You can combine as many criteria as you like:


stock screen setup done



After you have added all the necessary criteria, hit Run Screen. The screen will be saved automatically with the specified name, and the stock results page will display:


stock screen results page

To exclude ETFs from screening, select the Stock item in the Universe: Security Type criteria category in the Stock Screener tool. For ETF screening, select the Fund item in the Universe: Security Type criteria category. Unfortunately, filters for leveraged ETFs are not supported. Still, you may put the list of corresponding tickers in a watch list and use it in screening as the stock universe criteria. In this case, the screener will work only on these ETFs.

You can screen or view the list of supported indexes or commodity instruments by selecting the World Indexes or Commodities item in the Universe - Aggregates criteria category of the Stock Screener tool accordingly.

You can also screen cryptocurrencies using the Crypto Screener tool. Select the Cryptocurrency vs USD item in the Universe - Grouping criteria category of the Crypto Screener for screening all cryptocurrencies. Or, to screen a specific crypto exchange, select the appropriate item in the Universe - Crypto Exchange category. You can also screen a custom cryptocurrency list in the same way as the Stock Screener tool.

 

 Content
 Overview
 Data
 Stock Screener
      Quick Start
      Screener Parameters
      How to Screen Watch List
      Technical Criteria
 Formula Screener
      Formula Examples
      Technical Indicators
      Technical Events
      List of Functions
      Fundamental Indicators
      List of Industries
      More Examples
 Strategy Backtest
      New Strategy
      How It Works
      Testing Model
      Position Maintenance
      How to Backtest Watch List
 Charts
 Stock Correlation



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